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Course Calendar

Listing of open enrollment courses for Spring 2008.

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E-Learning

If the classroom courses do not fit in your schedule, how about taking an
e-course?

	US Securities Industry Basics
	US Corporate Actions Introduction
	US Corporate Actions Types
	US Custody Processing
	US Regulation and Compilance

More courses are in development. Check back soon!

Classroom Course Calendar

January
	Jan 15-16	New York	102	Introduction to U.S. Securities Processing

	Jan 17	New York	816	Introduction to Options: Products, Trading & Processing

	Jan 18	New York	901	Mutual Fund Operations

	Jan 25	New York	601	Structured Securities: MBS, ABS, CDOs

	Jan 28-29	New York	201	International Securities Operations

	Jan 31	New York	601	Structured Securities: MBS, ABS, CDOs

February
	Feb 6	New York	520	Managing Operational Risks

	Feb 7	New York	801	Derivatives: Markets, Operations, Accounting & Control

	Feb 8	New York	113	Introduction to Investment Management

	Feb 13	New York	108	Straight Through Processing (STP)

	Feb 14	New York	106	Introduction to Buy Side Securities Processing

	Feb 25-26	New York	102	Introduction to U.S. Securities Processing

	Feb 28	New York	601	Structured Securities: MBS, ABS, CDOs

March
	Mar 3	New York	401	Corporate Actions Processing: Basic Level

	Mar 4	New York	402	Corporate Actions Processing: Advanced Level

	Mar 5	New York	112	Securities Industry Principles

	Mar 6	New York	709	Introduction to Private Equity Markets

	Mar 10-11	New York	101	How the Securities Industry Works

	Mar 12	New York	500	Capital Markets Overview

	Mar 13	New York	403	Global Corporate Actions Processing: Basic Level

	Mar 14	New York	404	Global Corporate Actions Processing: Advanced Level

	Mar 18	Boston	118	Securities Industry Basics and Trends

	Mar 18	New York	222	Withholding Tax Relief Worldwide

	Mar 19	New York	777	IT Project Management for Financial Services Professionals

	Mar 20	New York	231	Foreign Currency: Markets, Clearance, Settlement & Accounting

April
	Apr 1-2	New York	201	International Securities Operations

	Apr 3	New York	606	Mortgage-Backed Securities

	Apr 4	New York	304	Risk in a Global Network - Operational Challenges in 2008

	Apr 7	New York	603	Introduction to Fixed Income Products

	Apr 8	New York	512	Bond Math: Mathematics of the Fixed Income Market

	Apr 9	New York	900	Introduction to Mutual Funds

	Apr 10	New York	701	Stock Brokerage Accounting & Securities Regulations

	Apr 17-18	New York	600	Fixed Income Trading and Processing

	Apr 22-23	New York	102	Introduction to U.S. Securities Processing

	Apr 30	New York	604	Accounting for Fixed Income Securities

May
	May 2	New York	901	Mutual Fund Operations

	May 6-7	New York	101	How the Securities Industry Works

	May 8	New York	601	Structured Securities: MBS, ABS, CDOs

	May 13	New York	801	Derivatives: Markets, Operations, Accounting & Control

	May 15	New York	401	Corporate Actions Processing: Basic Level

	May 16	New York	402	Corporate Actions Processing: Advanced Level

June
	Jun 10	New York	231	Foreign Currency: Markets, Clearance, Settlement & Accounting

	Jun 19	New York	500	Capital Markets Overview

	Jun 26	New York	304	Risk in a Global Network - Operational Challenges in 2008

	Jun 27	New York	901	Mutual Fund Operations

July
	Jul 10	New York	601	Structured Securities: MBS, ABS, CDOs

September
	Sep 11-12	New York	705	Introduction to Margin

	Sep 15	New York	601	Structured Securities: MBS, ABS, CDOs

	Sep 17	New York	801	Derivatives: Markets, Operations, Accounting & Control

	Sep 18	New York	113	Introduction to Investment Management

	Sep 19	New York	304	Risk in a Global Network - Operational Challenges in 2008

	Sep 22-23	New York	101	How the Securities Industry Works

	Sep 24	New York	118	Securities Industry Basics and Trends

	Sep 25-26	New York	102	Introduction to U.S. Securities Processing

	Sep 29-30	New York	201	International Securities Operations

October
	Oct 1	New York	603	Introduction to Fixed Income Products

	Oct 2	New York	520	Managing Operational Risks

	Oct 3	New York	605	Accounting for Fixed Income Securities and Derivatives

	Oct 6	New York	500	Capital Markets Overview

	Oct 9	New York	606	Mortgage-Backed Securities

	Oct 15	New York	900	Introduction to Mutual Funds

	Oct 16	New York	512	Bond Math: Mathematics of the Fixed Income Market

	Oct 21	New York	510	Portfolio Management

	Oct 22	New York	701	Stock Brokerage Accounting & Securities Regulations

	Oct 23	New York	108	Straight Through Processing (STP)

	Oct 24	New York	901	Mutual Fund Operations

	Oct 27-28	New York	600	Fixed Income Trading and Processing

	Oct 30	New York	403	Global Corporate Actions Processing: Basic Level

	Oct 31	New York	404	Global Corporate Actions Processing: Advanced Level

November
	Nov 3-4	New York	101	How the Securities Industry Works

	Nov 5	New York	231	Foreign Currency: Markets, Clearance, Settlement & Accounting

	Nov 6	New York	401	Corporate Actions Processing: Basic Level

	Nov 7	New York	402	Corporate Actions Processing: Advanced Level

	Nov 12	New York	106	Introduction to Buy Side Securities Processing

	Nov 13-14	New York	102	Introduction to U.S. Securities Processing

	Nov 19	New York	816	Introduction to Options: Products, Trading & Processing

	Nov 20-21	New York	201	International Securities Operations

December
	Dec 1	New York	601	Structured Securities: MBS, ABS, CDOs

	Dec 11	New York	709	Introduction to Private Equity Markets

	Dec 15	New York	603	Introduction to Fixed Income Products

	Dec 18	New York	112	Securities Industry Principles